SOP
Sales Orders Line Entry:
An improvement has been made to auto-create the product in sales orders online entry when catalog-only items are added to an order. The authorization still checks lines and if any catalog-only items still exist will create a product and write back the code.
Sales Quotes Expiry Date:
A new system key has been added so the expiry date can be changed from default 30 days to (say) 100 days.
This is used in the creation of a sales quote to set the expiry date.
Dealer Orderpads:
Added feature to create dealer orderpads to allow OWN company orderpads to 'share a list' of companies i.e. companies that share the orderpad products.
Phase 1 it works in back office - will be applied to PrimaGoV2 to manage shared orderpads more efficiently.
NOTE: a line will only needs to be added or deleted once to apply to all the companies that share this order pad.
Create a quote from a sales order:
This feature copies a sales order to quote and archive sales order at the same time IF the sales order is at outstanding status.
Note: If authorised or above will create a new quote and leave the sales order in it's existing status.
POP
Purchase Order Enhancement - a phase of the auto updating back-order status:
Expected date is now set on purchase order lines based on lead time. The POP up on completing a PO manually has also had a default expected date added. This is the greater of expected date of the lines OR the default of the company minimum lead time. No expected date will be on the purchase order line unless added manually until purchased.
NOTE: this option can be unticked and the lead-time of the individual lines will be set.
Update to Purchase Order when entering new items manually:
1. The supplier code did not get loaded for manual PO's - it always uses the product code. (which ends up trying to create a new entry - it can't as that supplier already has one).
2. When entering a supplier manually (or from a PO line) if the item is in a catalog it should use the catalog pack size - otherwise it breaks the PO later and stops the supplier record being updated i.e. if pack 5 in catalog for that supplier should not allow any other pack in supplier and default to pk5.
Companies
Company /Location Defaults:
- Added company commission band.
- Added allow system alternatives.
- Added system alternatives multi-select to the results update options.
- Added company financials mandatory Y/N -- default is N.
- Added mandatory options - so these fields can be highlighted and must be set in new company creation when Y.
Locations lookup enhancement:
- Added address line 3
- Added country
Contacts form:
- Updated the Contact Location button and make it bigger: 'Contact Location'
- Added the same 'Default Shipping Location' button to the contact form (next to the Contact Location button) makes it more intuitive and dealers can now see/change 'Default Shipping Location' on the main contact form of the web tab - delivery location (which is relatively hidden).
Contact grid manager: added option to globally update:
- Min order value
- Max order value
- Min for approval
- Max monthly value
- Allow Create/Edit Address
- also added a filter to 'show invoices' in web access tab.
Department and Cost Centres:
Now availablee for export to financials that provide the features to report by department or cost centre.
NOTE: we also added User Department from admin - so this could be updated to the invoice to support reporting in financials by User Department (now being used by Xero customer).
Company Contacts:
When selecting addresses in the web access tab restrict addresses – only addresses of status ‘active’ NOW show in this list (previously included archived).
Contracts
Contracts Grid Manager:
- Add a field for 'lowest cost of suppliers'.
- Supplier filter on contract manager to allow only that supplier to be filtered and cost price shown.
- Option to exclude products that are on a PACT, even if no customer is selected (the grid shows the customer code).
- Add Business Group to the filters.
- On update - options to add margin to selected supplier price (full match).
- Added a new margin option to be based 'only' where there is a supplier selected and cost price. This margin is based on the supplier price for the selected supplier - but stored as a margin on the product.
- can now increase/decrease margins only. Fixed price lines ignored.
New KPI - Last Contract Update
- This has been added to the company marketing tab and read-only on the header of the contract and in the contract lookup grid.
- Filters and a new column have been added to the contract lookup grid so dealers can quickly find contracts that have not been updated /have been updated and when.
- Will get updated on any change manually or an import or a deletion and can be used in reports (like last purchase date).
Movements
Dispatch Notes - ShipStation:
- A feature in the header of the dispatch note lookup grid to 'Send selected lines to Shipping Service' has been added, this will only update the lines that have not already been shipped (updating can only be done in the despatch note header as this will send again and overwrite existing job in ShipStation.
- Feature to ‘ship’ multiple dispatch notes in one go i.e. can be selected from lookup grid filters and will update the selected lines (unless already sent).
- Fix to allow the header to be updated e.g notes and references - and allow the details to be sent by API to ShipStation.
- When sent the ShipStation orders (which are actually delivery notes) will be put directly into the ‘awaiting shipment’ area - this saves dealers time in setting up.
The future phase will be to bring costs back so the customer can be invoiced correctly in Prima.
Manifests:
1. Previous issue with saving a driver or updating notes until refreshed has been fixed.
2. Sort order is calculated immediately on entry using the new Google API.
Despatch Note Completion for consumable items with a pack/per:
Now writes back of costs to sales order for products that are consumable status and the PACKPER is > 1 no longer multiplies the cost price by the pack per.
Invoicing
Creating an automatic credit of a sales order now auto-populates the nominal value (the same nominal value as on the sales invoice) on the credit note. Previously this was setting null and requiring manual input to complete the credit note.
Dealers using kitting could often have many and this would cause big negative errors on turnover.
Last Purchased Date:
Any invoices created manually or from support contracts/meter clicks etc. now update the last purchase date.
Note: this now catches all sales not just sales orders.
Products & Catalogs
Catalog Lookup:
Added 4 new columns: previous cost, previous sell price, Prev. Date and Prev. Information.
Best Price Files:
Administration to view/delete/ update best price files for both SPR and Essendant.
Catalog Headers:
New feature phase 1 to match items when a new catalog is created in the marketplace and the customer has items that are manual (negative Prima numbers) - this will allow these products to be mapped globally to the new catalog.
NOTE: will really help with rollout of new supplier catalogs when customers have previously been dealing with imported spreadsheets of products.
Adding Catalogs and Mailers to companies:
1. A catalog can now only be added to a company that is NOT a WSCONT company i.e. a web company. Catalogs already selected will not show in the list.
2. Available on web for mailers now just show as N/A (not available on the internet) in the grid to make it more intuitive.
3. Added another column and the values will be Catalog or Mailer to make it clear what has been saved on that company.
Templated Items when added to a purchase order:
1. when manually adding items to a purchase order - templated items no longer consolidate onto an existing line - so that a different description and cost can be added like in a sales order or quote.
2. Also when using the Buymore button the templated line item will create a new line.
previously these incorrectly consolidated and didn't allow the templated description and price to be set differently.
Updating the supplier record for a product:
1. Now defaults to the correct pack and pack/per - you can also reset to each/individual.
Catalogue Grid:
1. added a new column which calculates the cost price change from previous price (if not zero) and the price is different.
2. added a new filter for previous date/previous information e.g terms and dates.
PrimaGo
SPR webstore:
Improvements to updates of custom products - more information is now sent directly on save and update (or delete and update).
PrimaGoV2:
Negative PG number items are now sent in lists to the elastic pool by individual databases. They allow on web / do not allow on web - but show if on-contract rules also apply in PrimaGoV2.
Custom Products SPR and Essendant Stores:
1. The available on web status is now used in creating the list - the custom product is always created - but if 'not available on web' this can 'ONLY' be seen if in a contract.
2. Discontinuing a products now removed the CUSTOM item from the SPR store custom product list.
Print Agent
Print agent Improvement: - now includes new sales invoice templates:
Invoices have 3 available template options that get selected by context e.g. if including meter clicks - it will use the meter click template invoice.
Administration
Email: Added a 'remove' email account option:
If the dealer has updated the old account to a blank account this can cause issues in sending emails. ADDED A 'DELETE AND CLOSE' THIS WILL REMOVE THE LINE IN ADMIN.
Spelling Error:
Systmem' updated to 'system' on external orders in administration.
Update Invoicing System keys:
'Auto Complete and take payment for Sales Invoices where linked DN is completed for all lines'.
Tax
A central tax table for importing new tax tables when updated. This allows the support team to update the main table only once, this is then 'picked up by EDC' and updates every database automatically.
There is a requirement for out-of-state (where that company has no Nexus) to charge Tax. This happens as default now when the company HQ/Nexus zip is 'destination', this has been added as if dealer Nexus is Origin Tax AND Out of State is Destination - calculate tax as destination tax (within the state will always calculate Origin Tax).
Another OrderPad status 'Dealer Exempt' has been created, dealer orderpads will only be created against the OWN company and can be shared with 1 or many companies. Any items added to this orderpad and sold to a company that shares that orderpad - will be exempt instead of product default i.e. companies not added to the shared orderpad will be full tax.
Tax Administration Enhancement US:
When new regions are created from the monthly tax import - these will now default to the same region type (e.g. origin / destination) as the one being replaced (previously this was always destination as default which was often incorrect)
FSM
Support contract lookup grid, the HEADER TAB has been updated with extra fields:
The extra fields that can be viewed and exported in the lookup grid are: Open Ended, Separate Invoices, Send Email Requests, Payment Value, Payment Frequency, Payment Date, Payment Class. (classification).
EvoX API
Added default cost center - so that the option for dealers to auto-populate cost centers in the cart can be used.
Added location name on creating new location so that 'CHECK ADDRESS DETAILS' is now the default name for a new location and will stop automation until it is updated (tax/route etc).
Added default cost center - so that the option for dealers to auto-populate cost centers in the cart can be used.
Feature to use the new 'last contract update' to make it more efficient and only sent contracts to EvoX that have 'changed'.
Feature to create new dispatch addresses. One of and permanent. Will add 'CHECK ADDRESS DETAILS' to the location description to stop automation.
PrimaAPI
Get invoice by ID - improvements to the data returned in this API (EvoX etc).
Bug Fixes
Bug Fix: When changing SO location to a PWL or Drop Ship, for any lines that are pact (and also have alternatives) did not set the PACT code on the delivery tab. This has now been fixed so that the correct code is always set on location changed.
NOTE: this was because when alternatives to the PACT item existed it is failing the PACT check and not loading.
Bug Fix: Merged product costs on pack pers on transfer corrected - history was also incorrect but fixed now.
Bug Fix: Line lookup gives an error - caused by incorrect columns.
Bug Fix: Manual PO 0 cost price issue is now fixed (applied to the last customer release as an SP).
Bug Fix: Expected Delivery Cost was not set by the default standard delivery code when a manual PO was created.
Bug Fix: Supplier delivery code was not being set when created in back-to-back sales order authorization.
Bug Fix: Credits to parent company to consolidate in one credit note. Previously one would be created for each line.
Bug Fix: On dispatch note print - to follow items only showed once when the same item was in the sales order more than once.
Bug Fix: Company details report - Update the last purchased date after sales order authorization. Also fixed in the grid.
Bug Fix: Stock check fix for multiple products selected that do not share a common supplier.
Bug Fix: In requirements POPUP - when overtyping a vendor - an error altid was introduced (but it loads and saves) in the current version - this has been fixed to load the new supplier and associated costs/delivery types.
Bug Fix: Financials API improvement to round to more decimal places to be more accurate.
Bug Fix: In some scenarios - deleting sales invoice line was causing the line to become 'not available' for reordering. This was applied as SP Fix in the current customer release and the above versions.
Bug Fix: Signatures were not adding to email body. Now added the signature from the user mail account attached to the company if set, or the default mail account if sending in batch.
Bug Fix: Non-stock lines were causing an error in back-to-back - this has now been fixed to allow non-stock lines.
Bug Fix: Back to back - previously it was placing orders in requirements without allocating. Introduced by the auto-allocate buying notes.
Bug Fix: Voucher usage report.
Bug Fix: On Vouchers for fixed amount off. Now uses more decimal places to calculate so the fixed amount is calculated correctly.
Bug Fix: Required on Giza2020 when multiple lines have the same item code that is not yet a product.
Bug Fix - PO expected date
Bug Fix: Requirements - bottom grid - changing receipt from PWL to STD option, or any change, the error has now been fixed and the requirement delivery type updates correctly.
Bug Fix: Receipts in batch were sometimes failing when a stock check was in progress.
Bug Fix: Invoices sales analysis report - issue was introduced for invoices that had multiple lines with the same code and quantity - only counted one instance.
Bug Fix: When marking a sales order as externally paid it opens a journal form. Saving and closing the journal no longer closes the sales order.
Bug Fix: Print agent - was stopping when a dispatch note has a 0 quantity line and not continuing to print the rest of the batch.
Bug Fix: Expired contracts no longer get billed the next billing date is automatically removed from the expired contract.
Bug Fix - Customer offers, no longer get an error on updating existing band - also updates to the new rate / description.
Bug Fix - Sales Invoices Automation, several Fixes have been made to make sure that the 2 new additional / optional alternative templates for contract and meter click sales invoice, work in automation, batches and email send i.e. the correct template is selected.
Bug Fix - In ItemSearch, in SO line, enter cat item that is not product but also exists with similar code for example if ABC is item and ABCD is also item, it finds exact match on catalogue item but then it will try to find a catalogue item that is like that code on lower priority catalogue instead of highest and ignores exact matches first.
Updated to stop it using the incorrect exact match.
Bug Fix - Contacts lookup grid, when the grid is populated, and you change the number of search result (right mouse click over the grid and select save number of results), an error is no longer created and the result saves immediately.
Bug Fix: company - Fixed issue with missing authorisers.
Bug Fix - Fix on catalogue import - so that it removes duplicates from the best price.
Bug Fix - Financials Sageone and Xero, more bad characters have been 'allowed' so that the record updates and doesn't give and error requiring the character to be removed e.g. &